Challenge

Findex Group delivers unprecedented value to their financial advice customers by continuously investing in the development of scalable systems and processes. Historically this infrastructure had only been used to support an offline advice process.

Findex Group identified an opportunity to expand and diversify their customer base by developing an online portal and engaged Aptiture Digital due to our industry experience and aligned capabilities.

Aptiture Digital provided research, in depth analysis and insights, working at length with the client to develop a comprehensive strategy centred around the concept of disruptive innovation and challenging traditional financial planning practices.

Success depended on a customer engagement model personalised to fit the needs, goals and life-stage of a highly progressive and value conscious market segment, without compromising an existing certified business processes.

Solution

To maximise ROI the client sought to use their existing intellectual property as part of an online advice platform, “MOVO”.

Based on an assessment of the target customer profile a community driven strategy was developed, taking advantage of crowd-based collaboration and sharing to reduce support costs, and extend marketing impact through advocacy.

Community members were converted into clients through a step-by-step engagement process, delivering insights through visual projections, interactive education and peer comparison. Financial services were delivered through a fully integrated advice process.

Due to the success of the MOVO platform, Financial Index was awarded BRW 12th most innovative company in 2014.

Deliverables

  • Community Strategy
  • Creative Direction
  • User Experience Design
  • Solution Architecture
  • Agile Development
  • System Integration
  • Information Architecture
  • Digital Marketing

The launch of the new platform has produced some impressive results

  • 91%
    reduction in financial advice cost
  • 85%
    est. decrease in advice delivery time
  • 250%
    est. advice market size increase